Skip to content
CRM ⇄ Database

Insightly to InterSystems IRIS integration — real-time, two-way sync

Keep Insightly and InterSystems IRIS in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Insightly and InterSystems IRIS

Treat Insightly like part of your database: its records live in InterSystems IRIS as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in InterSystems IRIS, where it can be queried and joined like everything else.

Stacksync mirrors Opportunities, Projects, Tasks, Events from Insightly into Stored Procedures, Tables, Views, Schemas in InterSystems IRIS with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Insightly with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Sync operational tables in IRIS bi-directionally with a CRM so business teams work on IRIS-backed data without SQL access
  • Consolidate IRIS data with other databases in an analytics warehouse for cross-system reporting

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Insightly API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Insightly arrive as row changes in InterSystems IRIS, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Insightly become tables in InterSystems IRIS you can join with application data directly.

What you can sync between Insightly and InterSystems IRIS

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Insightly objects InterSystems IRIS objects
Organizations Company records map to accounts in ERPs and other CRMs. Views SQL views expose curated slices of data for outbound replication.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Schemas Schema organization scopes which tables a sync connection can see.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Persistent Classes Object-model classes project to tables, so class data is reachable through SQL.
Projects Delivery records created from won opportunities sync with PSA and task tools. Globals The underlying multidimensional storage; typically accessed indirectly via SQL or objects in syncs.
Tasks Activity records keep follow-ups consistent across systems. Namespaces Namespaces partition databases and determine the connection context for integrations.
Events Calendar items sync for a complete activity timeline. Stored Procedures Server-side logic callable over SQL supports controlled writes and transformations.
What ships with Insightly ⇄ InterSystems IRIS

Connect Insightly and InterSystems IRIS for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–InterSystems IRIS connection.

Real-time

Two-way sync

Changes in Insightly or InterSystems IRIS instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or InterSystems IRIS data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Insightly or InterSystems IRIS record.

Observability

Monitoring

Track your Insightly ⇄ InterSystems IRIS sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Insightly and InterSystems IRIS.

How the Insightly and InterSystems IRIS connectors work

Insightly

Integration surface
REST API (versioned)
Authentication
API key sent via HTTP Basic authentication
Change detection
Polling on record updated-date fields
Capabilities
read · write
Rate limits
Daily API request caps vary by Insightly plan

InterSystems IRIS

Integration surface
SQL over JDBC/ODBC, plus object and REST access layers
Authentication
Database credentials
Change detection
Polling (timestamp or query-based); no standard webhook surface
Capabilities
read · write
Rate limits
Constrained by database resources rather than published API rate limits
How it works

How to connect Insightly to InterSystems IRIS — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Insightly and InterSystems IRIS with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Insightly connected
    InterSystems IRIS connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly and InterSystems IRIS objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Insightly ⇄ InterSystems IRIS
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Insightly InterSystems IRIS
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Insightly and InterSystems IRIS integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Insightly and InterSystems IRIS.

Popular · 8 of 386
All Insightly integrations All InterSystems IRIS integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own